At EquityStat, we’re all about making investing feel a little less overwhelming and a lot more organized. We built a clean, easy‑to‑use portfolio tracker that helps everyday investors keep tabs on their stocks, ETFs, mutual funds, dividends, and overall performance — without the complexity you find in most tools. If you’ve ever wished you could view all your investments in one place, this is exactly what we created it for. EquityStat lets you aggregate your holdings across brokerages, mutual funds, and 401(k)s, giving you a complete picture of your financial world. No more bouncing between apps or spreadsheets. Just one simple dashboard that shows your performance, gains and losses, allocations, dividends, and long‑term trends. We built EquityStat because we’re investors ourselves. And like most DIY investors, we were tired of platforms that felt bloated, confusing, or built for someone else. So we focused on what actually matters: fast, accurate investment tracking with a straightforward easy to use interface that makes it easy to understand what you own and how it’s performing. Whether you’re managing a single account or juggling multiple portfolios, EquityStat gives you clarity and confidence. Track performance over time, monitor dividends, anaylze your holdings, and stay organized with tools created by investors for investors. If you want a modern, intuitive stock tracker and portfolio tool that helps you make smarter decisions without the noise, EquityStat is built for you.
| Website | https://www.equitystat.com |
| Revenue | $4 million |
| Employees | 1 (0 on RocketReach) |
| Founded | 2014 |
| Address | 12660 Hillcrest Rd Apt 4201, Dallas, Texas 75230, US |
| Technologies |
JavaScript
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HTML
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PHP
+12 more
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| Industry | Financial Services, Finance General, Finance, FinTech, Software |
| Competitors | Morningstar, YCharts, Zacks Investment Research, Bloomberg, FactSet, S&P Global, Refinitiv, an LSEG business, Seeking Alpha, MarketWatch, Yahoo +50 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 621 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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The EquityStat annual revenue was $4 million in 2026.
EquityStat is based in Dallas, Texas.
The NAICS codes for EquityStat are [52, 523, 5239].
The SIC codes for EquityStat are [62, 621].